Forum Financial Management, LP Dimensional ETF Tr Dimen Us Su Transaction History

Forum Financial Management, LP

$6.66 Billion
Q4 2025

A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Dimen Us Su stock. As of the latest transaction made, Forum Financial Management, LP holds 439,653 shares of DFSU stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

439,653

Previous 431,131 1.98%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	N/A	8,522 Added 1.98%	439,653 $0
Q3 2025 Oct 24, 2025	BUY	N/A	15,127 Added 3.64%	431,131 $0
Q2 2025 Jul 30, 2025	BUY	N/A	19,746 Added 4.98%	416,004 $0
Q1 2025 May 02, 2025	SELL	N/A	-2,390 Reduced 0.6%	396,258 $0
Q4 2024 Feb 13, 2025	BUY	N/A	1,143 Added 0.29%	398,648 $0

Q3 2024 Oct 29, 2024	BUY	N/A	2,931 Added 0.74%	397,505 $0
Q2 2024 Jul 30, 2024	BUY	N/A	18,013 Added 4.78%	394,574 $0
Q1 2024 May 09, 2024	BUY	N/A	21,259 Added 5.98%	376,561 $0
Q4 2023 Feb 07, 2024	BUY	N/A	148,434 Added 71.75%	355,302 $0
Q3 2023 Nov 03, 2023	BUY	N/A	117,070 Added 130.37%	206,868 $0
Q2 2023 Jul 26, 2023	BUY	N/A	61,591 Added 218.35%	89,798 $0
Q1 2023 Apr 19, 2023	BUY	N/A	28,207 New	28,207 $0

Others Institutions Holding DFSU

# of Institutions

251

Shares Held

31.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMEN US SU

Ticker DFSU

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Forum Financial Management, LP Dimensional ETF Tr Dimen Us Su Transaction History